Wealth Management Specialist

2 weeks ago

Gurgaon, Haryana, India GlassBridge Consulting Full time

Job Summary
We are seeking an experienced Senior Financial Advisor to join our team at GlassBridge Consulting. In this role, you will work closely with clients to develop and implement comprehensive financial plans that cater to their unique needs and objectives. You will also be responsible for scheduling appointments, conducting meetings, and providing ongoing support to ensure clients achieve their financial goals.

Key Responsibilities
Some of the key responsibilities of this role include:

  • Scheduling appointments with clients and conducting meetings to gather financial information and understand their objectives.
  • Developing and presenting comprehensive financial plans, including retirement planning, investment strategies, and risk management.
  • Conducting in-depth financial assessments to understand clients' financial goals, risk tolerance, and investment objectives.
  • Assessing clients' financial health by analyzing data (income, expenses, investments, etc.).
  • Utilizing knowledge of income tax investment strategies and advising clients on tax planning.
  • Recommending appropriate insurance products to clients, such as life, health, property, casualty, and other types of insurance.

Requirements
To succeed in this role, you should possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients. You should also have a good understanding of financial planning principles, investment products, and income tax regulations. A degree in finance, accounting, or a related field is preferred. Additionally, Chartered Accountants, Doctors, Ex-Servicemen, Civil Servants, Banking Professionals, and Insurance Experts are highly valued in this role.

What We Offer
As a Senior Financial Advisor with GlassBridge Consulting, you can expect a rewarding career with unlimited earning potential, flexible work-life balance, and access to diverse products and services. You will also have opportunities to learn from experienced leaders, receive recognition for outstanding performance, and grow professionally in a dynamic environment.

  • Senior Wealth Management Business Growth Specialist

    4 weeks ago

    Gurgaon, Haryana, India Pivot Human Capital Full time

    Pivot Human Capital seeks a Senior Wealth Management Business Growth Specialist to join our team. As a key member of our business development team, you will be responsible for expanding the company's wealth management business by managing relationships with channel partners and creating a network of mutual fund distributors (MFDs) and other channel...

  • Wealth Management Specialist

    2 weeks ago

    Gurgaon, Haryana, India GlassBridge Consulting Full time

    About the OpportunityAre you a skilled financial professional looking for a new challenge? Do you have a passion for helping individuals achieve their financial goals? We are seeking an experienced Wealth Management Specialist to join our team at GlassBridge Consulting.In this role, you will work closely with clients to understand their financial needs and...

  • Wealth Management Professional

    4 weeks ago

    Gurgaon, Haryana, India HSBC Full time

    Unlock the full potential of your career in wealth management with HSBC.Achieve success in a high-profile business area, offering unparalleled opportunities for growth and development.As a Personal Wealth Planner, you will have access to dedicated field managers, digital tools, and a holistic training program to help you realize your full potential.Empowered...

  • Operations Director

    4 weeks ago

    Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full time

    AAGANERA CONSULTING PRIVATE LIMITED seeks a skilled Operations Director to oversee day-to-day operations, specializing in wealth management and mutual fund distribution. This role is based at our Gurgaon office.Key ResponsibilitiesDevelop and implement operational strategies aligned with the company's objectives, focusing on wealth management and mutual fund...

  • Wealth Management Operations Manager

    1 week ago

    Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full time

    Job Title: Wealth Management Operations ManagerAAGANERA CONSULTING PRIVATE LIMITED is looking for a talented Wealth Management Operations Manager to join our team. As a key member of our operations team, you will be responsible for managing the day-to-day operations of the company, which specializes in wealth management and mutual fund...

  • Wealth Management Executive

    1 week ago

    Gurgaon, Haryana, India PRP Full time

    Job Description:We are looking for a highly skilled Wealth Management Executive to join our team at PRP Wealth. As a key member of our investment management team, you will be responsible for managing in-house funds, cash flow, and placement of fixed deposits.Responsibilities:Manage in-house fund of PRP Wealth, including cash flow management and placement of...

  • Wealth Management Director

    2 weeks ago

    Gurgaon, Haryana, India Surya Veena Adarsh Niketan Trust Full time

    Job Title:Wealth Management DirectorCompany Overview:Surya Veena Adarsh Niketan Trust is a pioneering organization in the financial technology sector, committed to delivering innovative solutions for wealth management and investment. Our team is dedicated to empowering individuals to achieve their financial objectives through advanced technology and expert...

  • Wealth Management Operations Lead

    2 weeks ago

    Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full time

    Wealth Management Operations Lead: Join AAGANERA CONSULTING PRIVATE LIMITED as a Wealth Management Operations Lead and take charge of our wealth management operations in Gurgaon.About the Job: As a key member of our operations team, you will be responsible for developing and implementing operational strategies that align with our company's objectives,...

  • Elite Wealth Management Professional

    2 weeks ago

    Gurgaon, Haryana, India deVere Group Full time

    DeVere Group is a pioneering financial services organization that has been making a lasting impact on the lives of its clients and their financial well-being.We are seeking an experienced Wealth Manager to join our esteemed team, providing personalized, independent financial advice to high net worth individuals. As a Wealth Manager, you will have the...

  • Data and AI Leader for Wealth Management

    2 weeks ago

    Gurgaon, Haryana, India Incedo Inc. Full time

    Drive Success in Wealth ManagementWe are seeking a highly skilled Data and AI Leader to join our team at Incedo Inc. as a Data & AI Delivery Leader, Wealth Management Account Delivery. This role offers a unique opportunity to drive growth and success in the Wealth Management sector.About the RoleThe successful candidate will be responsible for leading...

  • Executive Director of Wealth Management

    7 days ago

    Gurgaon, Haryana, India Prospurts Full time

    Job OverviewWe are seeking a highly motivated Executive Director of Wealth Management to join our team at Prospurts. In this role, you will be responsible for managing client accounts and developing relationships with new and existing clients.Key Responsibilities:• Manage client accounts and develop relationships with new and existing clients• Understand...

  • Operations Director

    2 weeks ago

    Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full time

    Job Title: Operations Director - Wealth ManagementAbout Us: AAGANERA CONSULTING PRIVATE LIMITED is a leading firm specializing in wealth management and mutual fund distribution.Role Summary:Develop and implement operational strategies aligned with the company's objectives, focusing on wealth management and mutual fund distribution.Lead the planning and...

  • Operations Director

    1 week ago

    Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full time

    Job OverviewAAGANERA CONSULTING PRIVATE LIMITED is seeking an experienced Operations Director to lead the wealth management operations strategy. The ideal candidate will possess strong leadership skills, excel in people management, and have a keen eye for business development opportunities within the wealth management sector.Key Responsibilities:Develop and...

  • Software Test Engineer

    2 weeks ago

    Gurgaon, Haryana, India FNZ Group Full time

    Transforming Financial Services with Cutting-Edge TestingWe are seeking an experienced Software Test Engineer to join our Wealth Management team at FNZ Group. As a key member of our technology delivery team, you will be responsible for designing and executing comprehensive testing strategies to ensure the highest quality of our wealth management...

  • Senior Wealth Management Professional

    2 weeks ago

    Gurgaon, Haryana, India GlassBridge Consulting Full time

    **Job Title:** Senior Wealth Management Professional**About Us:** GlassBridge Consulting is a premier financial advisory firm that offers a range of services, including wealth management, retirement planning, and risk management.**Salary Range:** ₹2,500,000 - ₹5,000,000 per annum, depending on experience.**Job Description:**We are seeking an experienced...

  • Wealth Creation Expert

    1 week ago

    Gurgaon, Haryana, India IntelliInvest Full time

    IntelliInvest offers a comprehensive range of investment solutions tailored to meet the unique needs of individual investors and institutions. Our services include strategic investment advisory, portfolio management, research-driven insights, AI-powered tools, and financial education programs.This full-time hybrid role for a Private Wealth Manager at...

  • Senior Wealth Management Distribution Strategist

    1 month ago

    Gurgaon, Haryana, India Antal International Full time

    We are seeking an experienced wealth management professional to join our team at Antal International. The ideal candidate will have a deep understanding of the bond market and excellent sales and relationship-building skills.Key Responsibilities:Develop and maintain relationships with high-net-worth individuals, families, and institutions to distribute bond...

  • Strategic Wealth Management Delivery Leader

    2 weeks ago

    Gurgaon, Haryana, India Incedo Inc. Full time

    We are seeking a highly skilled and experienced Data & AI Delivery Leader to join our team at Incedo Inc.Job DutiesAccount Delivery Leadership: Lead the delivery of Data & AI services for key Wealth Management clients, ensuring alignment with client goals and organizational objectives.Build for Scale: Strengthen Incedo's Data & AI capabilities and presence...

  • Wealth Tech Partnership Manager

    2 weeks ago

    Gurgaon, Haryana, India Talent Ro Full time

    Talent Ro is seeking a skilled professional to drive strategic partnerships and growth in our Wealth Tech platform.">Estimated Salary: $140,000 - $200,000 per annum (dependent on experience)">About the Role:">Lead data-driven decision-making by analysing business health and collaborating with data science teamsOversee and manage partnerships with NBFCs and...

  • Data and AI Solutions Leader for Wealth Management

    3 weeks ago

    Gurgaon, Haryana, India Incedo Inc. Full time

    Position:Data and AI Solutions Leader for Wealth Management, GurgaonAbout the Job:Incedo Inc., a leading digital, data, and AI firm, is seeking a seasoned leader to drive the growth of its Data and AI solutions in the Wealth Management sector. The successful candidate will be responsible for developing and executing a strategic plan to expand Incedo's...